Portfolio Management Services (PMS)Compare Schemes
Pace - Secure vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Pace - Secure
TCG Transformative Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 9.8%
0%
10%
Volatility • 3 yrs deviation
1 Month
−0.11%
2.52%
6 Months
2.89%
12.02%
1 Year
7.86%
4.98%
3 Years
10.62%
—
5 Years
10.19%
—
Since Inception
9.46%
2.03%
Fund Age
5 yrs 7 mo
1 yr 10 mo
AUM
₹158.06 Cr
₹167.29 Cr
Alpha – 1 Year
−1.70%
0.26%
Alpha – 3 Years
0.86%
—
Information Ratio – 3 Years
0.37
—
Volatility – 1 Year
1.80%
26.96%
Volatility – 3 Years
3.43%
—
Beta – 1 Year
0.81
1.44
Beta – 3 Years
0.63
—
Sharpe Ratio – 1 Year
1.30
0.10
Sharpe Ratio – 3 Years
1.53
—
Worst Rolling Year
8.14%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
—
−22.46%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
11.61%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 5% · S 94%
Number of Stocks
—
20
Portfolio P/E
—
37.20
Top 5 Holdings
—
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
—
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2.5% / 1.5% / 0%